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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,315 | $77,962+67.2% | $178,540-27.0% | $80,935+61.0% |
| Participation rate | 79.4% | 65.7%+13.7pp | 77.1%+2.3pp | 67.7%+11.7pp |
| Annual return | 12.60% | 18.10%-5.5pp | 27.15%-14.5pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,007 | $2,280-55.9% | $3,953-74.5% | $2,757-63.5% |
| Participant deferral / active EE | $4,815 | $4,404+9.3% | $6,281-23.3% | $4,299+12.0% |
| Admin fee / account holder | $13,339 | $7,156+86.4% | $10,424+28.0% | $6,924+92.6% |